We believe:
- In evidence-based investing
- In investing rather than trading or timing
- Asset allocation drives long term performance
- Asset allocation was created so investors would stay invested (behavioral management) rather than to beat a benchmark
- Appropriate portfolio risk should correspond to an investor’s time horizon
- Costs matter
- Short-term results do not typically resemble long-term performance
- People often think their risk tolerance is higher than it really is
- The severity of a potential negative result should sometimes carry more weight than the low potential of its occurrence
Want to know more about how risky your portfolio truly is? Click here to watch video.
